--- title: "Opensense Campaigns w/ Salesforce Flow Builder" slug: "salesforce-workflow" description: "Learn how to create a Salesforce Flow that assigns Opensense custom tags to contacts and leads for recipient-based email signature banner targeting." updated: 2026-08-25T18:13:37Z published: 2026-08-25T18:13:37Z canonical: "help.opensense.com/salesforce-workflow" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.opensense.com/llms.txt > Use this file to discover all available pages before exploring further. # Opensense Campaigns w/ Salesforce Flow Builder ## Overview This article explains how to create a Salesforce Flow that assigns Opensense custom tags to contacts or leads, enabling recipient-based banner targeting in email signatures. The steps below cover a standard Record-Triggered Flow and can be extended for more advanced use cases. > [!NOTE] > Before you start > > You'll need: > > - The [Salesforce integration configured](https://help.opensense.com/v1/docs/salesforce-integration-requirements) with the Opensense custom fields (**sgentags** and/or **sgenads**) added to your Contact or Lead object > - At least one active [banner campaign with tags configured](https://app.opensense.com/beta/marketing/campaigns) in the Opensense portal > - Salesforce admin or Flow Builder access ## Step-by-step guide ### Step 1: Open Flow Builder 1. In Salesforce, navigate to **Setup**. ![Salesforce gear icon menu open with the Setup option highlighted](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(30).png) 2. Search for and select **Flows** under **Process Automation**. ![Salesforce Setup search results showing Flows under Process Automation](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(29).png) 3. Click **New Flow**. ![Flows page in Salesforce Setup with the New Flow button highlighted](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(28).png) ### Step 2: Select a flow type Choose **Record-Triggered Flow** to automatically update a record based on criteria, then click **Create**. ![Flow type selection screen with Record-Triggered Flow selected and the Create button visible](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(31).png) > [!NOTE] > Other flow types > > You can also use a **Screen Flow** or **Schedule-Triggered Flow** depending on your use case. Record-Triggered Flow is recommended for automatically assigning tags based on contact or lead data. ### Step 3: Configure the trigger Set the **Object** to **Contact** (or **Lead**, depending on your setup). Under **Trigger the Flow When**, select **A Record Is Created or Updated**. Configure your **Entry Conditions** to match the segment you want to target — for example, filter by **Industry**, **Lead Source**, or any other relevant field. Click **Done** when finished. ![Record-Triggered Flow configuration panel showing object, trigger, and entry condition settings](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(33).png) ### Step 4: Add an Update Records element 1. In the Flow canvas, click the **+** icon to add a new element and select **Update Records**. 2. In the **Update Records** configuration panel, set the following: - **How to Find Records to Update:** Use the record that triggered the flow (**Contact** or **Lead**) - **Filter Conditions:** Leave as-is to update the triggering record, or add additional conditions as needed - **Field:** Select **sgentags** to assign a rotating tag set for banner targeting. Use **sgenads** to assign a static banner instead. - **Value:** Enter the tag name(s) associated with your banner campaign, as configured in the [Opensense portal](https://app.opensense.com/beta/marketing/campaigns) ![Update Records configuration panel with the sgentags field and a tag value set](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(36).png) 1. Tag values must be entered as a plain string. Valid format examples: - **sales** — single tag - **sales,marketing,sales** — *sales* displays twice as often as *marketing* - **sales,marketing,sales,inbound24** — same weighting logic with an additional tag rotating in ![Update Records value field showing comma-separated tags entered as a plain string](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(37).png) > [!WARNING] > Update Records overwrites existing tags > > The Update Records element replaces the entire **sgentags** value each time the flow runs — Salesforce has no option to preserve or append to the existing value. If your contacts or leads may already have tags assigned (for example, by another flow or a previous campaign), add a **Decision** element before Update Records to check whether **sgentags** is already populated, and handle those records on a separate path. ### Step 5: Save and activate the flow Click **Save** in the upper right, give the flow a descriptive name (for example, **os_webinar**), then click **Activate**. ![Flow Builder canvas with the Save and Activate buttons in the upper right](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/image(35).png) > [!WARNING] > Important > > Only activate the flow after confirming your entry conditions and tag values are correct. Activating applies the flow to all matching records going forward. ## What's next Now that your Salesforce Flow is active, you might want to: - [Learn more about configuring banner campaigns and tags in Opensense](https://help.opensense.com/v1/docs/creating-banner-campaign) - [Review the Salesforce integration setup](https://help.opensense.com/v1/docs/salesforce-integration-requirements) ## Opensense Support For further assistance, contact Opensense Support: - Email: [help@opensense.com](mailto:help@opensense.com) - Knowledge Base: [help.opensense.com](https://help.opensense.com)